Woodson Capital Management
Latest statistics and disclosures from Woodson Capital Management's latest quarterly 13F-HR filing:
- Top 5 stock holdings are TPR, COCO, REAL, XYZ, CMPO, and represent 38.01% of Woodson Capital Management's stock portfolio.
- Added to shares of these 8 stocks: SG (+$12M), GRMN (+$11M), ESTA (+$11M), SBUX (+$8.9M), COCO (+$6.0M), XYZ, LUXE, GPI.
- Reduced shares in these 10 stocks: TPR (-$67M), RDDT (-$49M), REAL (-$31M), U (-$17M), URBN (-$13M), CMPO (-$10M), WWW (-$9.6M), AMZN (-$8.6M), RDW (-$8.2M), BLDR (-$7.4M).
- Sold out of its positions in NAGE, RDW.
- Woodson Capital Management was a net seller of stock by $-188M.
- Woodson Capital Management has $556M in assets under management (AUM), dropping by -7.20%.
- Central Index Key (CIK): 0001697848
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Portfolio Holdings for Woodson Capital Management
Woodson Capital Management holds 24 positions in its portfolio as reported in the September 2025 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price | |
|---|---|---|---|---|---|---|
| Tapestry (TPR) | 11.7 | $65M | -50% | 575k | 113.22 |
|
| Vita Coco Co Inc/the (COCO) | 8.2 | $45M | +15% | 1.1M | 42.47 |
|
| Realreal (REAL) | 6.7 | $37M | -45% | 3.5M | 10.63 |
|
| Block Cl A (XYZ) | 5.8 | $33M | +15% | 450k | 72.27 |
|
| Composecure Com Cl A (CMPO) | 5.6 | $31M | -25% | 1.5M | 20.82 |
|
| Luxexperience Bv Sponsored Ads (LUXE) | 5.2 | $29M | +14% | 3.4M | 8.50 |
|
| Amazon (AMZN) | 5.1 | $29M | -23% | 130k | 219.57 |
|
| Amer Sports Com Shs (AS) | 5.0 | $28M | -4% | 800k | 34.75 |
|
| Reddit Cl A (RDDT) | 5.0 | $28M | -63% | 120k | 229.99 |
|
| Group 1 Automotive (GPI) | 4.7 | $26M | +3% | 60k | 437.51 |
|
| Garmin SHS (GRMN) | 4.4 | $25M | +75% | 100k | 246.22 |
|
| Unity Software (U) | 4.1 | $23M | -42% | 575k | 40.04 |
|
| Wolverine World Wide (WWW) | 4.0 | $23M | -29% | 820k | 27.44 |
|
| Establishment Labs Holdings Ord (ESTA) | 3.5 | $20M | +113% | 480k | 40.99 |
|
| Sweetgreen Com Cl A Call Option (SG) | 3.4 | $19M | +190% | 2.4M | 7.98 |
|
| Aercap Holdings Nv SHS (AER) | 3.1 | $17M | -15% | 142k | 121.00 |
|
| Builders FirstSource (BLDR) | 3.0 | $17M | -30% | 139k | 121.25 |
|
| Forestar Group (FOR) | 3.0 | $17M | -13% | 625k | 26.59 |
|
| Starbucks Corporation (SBUX) | 2.7 | $15M | +140% | 180k | 84.60 |
|
| Urban Outfitters (URBN) | 2.6 | $14M | -46% | 200k | 71.43 |
|
| Fox Factory Hldg (FOXF) | 1.8 | $10M | -6% | 420k | 24.29 |
|
| Digimarc Corporation (DMRC) | 0.4 | $2.4M | -26% | 250k | 9.77 |
|
| Resolute Hldgs Mgmt (RHLD) | 0.4 | $2.4M | -60% | 33k | 72.15 |
|
| Soundhound Ai Class A Com (SOUN) | 0.3 | $1.9M | -71% | 118k | 16.08 |
|
Past Filings by Woodson Capital Management
SEC 13F filings are viewable for Woodson Capital Management going back to 2016
- Woodson Capital Management 2025 Q3 filed Oct. 28, 2025
- Woodson Capital Management 2025 Q2 filed Aug. 14, 2025
- Woodson Capital Management 2025 Q1 filed May 15, 2025
- Woodson Capital Management 2024 Q4 filed Feb. 14, 2025
- Woodson Capital Management 2024 Q3 filed Nov. 14, 2024
- Woodson Capital Management 2024 Q2 filed Aug. 14, 2024
- Woodson Capital Management 2024 Q1 filed May 15, 2024
- Woodson Capital Management 2023 Q3 filed Nov. 14, 2023
- Woodson Capital Management 2023 Q2 filed Aug. 14, 2023
- Woodson Capital Management 2023 Q1 filed May 15, 2023
- Woodson Capital Management 2022 Q4 filed Feb. 14, 2023
- Woodson Capital Management 2022 Q3 filed Nov. 14, 2022
- Woodson Capital Management 2022 Q2 filed Aug. 15, 2022
- Woodson Capital Management 2022 Q1 filed May 16, 2022
- Woodson Capital Management 2021 Q4 filed Feb. 14, 2022
- Woodson Capital Management 2021 Q3 filed Nov. 15, 2021